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Name Holding Trade Value Shares
Change
Change in
Stake
Krane Funds Advisors
1651
Krane Funds Advisors
New York
$422K +$403K +1,990 New
WRPWM
1652
Werba Rubin Papier Wealth Management
California
$421K +$4.05K +20 +1%
Klingman & Associates
1653
Klingman & Associates
New York
$421K +$16.2K +80 +4%
BWP
1654
Baldwin Wealth Partners
Massachusetts
$420K +$1.01K +5 +0.3%
Koshinski Asset Management
1655
Koshinski Asset Management
Illinois
$418K +$424K +2,095 +14%
VCP
1656
Verus Capital Partners
Arizona
$417K +$154K +760 +63%
CAAS
1657
Capital Asset Advisory Services
Michigan
$417K -$22.3K -110 -5%
RPWA
1658
Regent Peak Wealth Advisors
Georgia
$416K +$15.2K +75 +4%
Glenview Trust
1659
Glenview Trust
Kentucky
$415K +$5.06K +25 +1%
CNBOF
1660
City National Bank of Florida
Florida
$411K +$393K +1,940 New
HBS
1661
Howard Bailey Securities
Indiana
$411K -$44.6K -220 -10%
TP
1662
Tranquility Partners
Tennessee
$410K -$4.05K -20 -1%
Confluence Wealth Services
1663
Confluence Wealth Services
Pennsylvania
$409K +$41.5K +205 +13%
CSPIA
1664
Cary Street Partners Investment Advisory
Virginia
$409K -$418K -2,065 -52%
YP
1665
YANKCOM Partnership
South Dakota
$409K +$391K +1,930 New
RPC
1666
Rossmore Private Capital
Connecticut
$406K -$18.2K -90 -4%
NWMG
1667
National Wealth Management Group
Ohio
$405K +$387K +1,910 New
OC
1668
Oarsman Capital
Wisconsin
$404K +$19.2K +95 +5%
RWM
1669
RKL Wealth Management
Pennsylvania
$403K +$1.01K +5 +0.3%
FLP
1670
Financial Life Planners
Arizona
$402K +$384K +1,895 New
Simplicity Wealth
1671
Simplicity Wealth
New Jersey
$402K -$580K -2,865 -60%
WPW
1672
Watershed Private Wealth
Illinois
$401K – – –
Alpha Cubed Investments
1673
Alpha Cubed Investments
California
$400K +$2.03K +10 +0.5%
LSWP
1674
Liberty Square Wealth Partners
Pennsylvania
$400K +$410K +2,025 New
FI
1675
Finivi Inc
Massachusetts
$399K -$52.7K -260 -12%